| TTWO |
Report |
Net Bookings (Q1 FY2027) |
BEAT |
pred ~$1.39B vs. cons $1.363B |
MEDIUM |
| TTWO |
Report |
Recurrent Consumer Spending (Q1 FY2027) |
MISS |
pred ~$1.135B vs. cons $1.162B |
MEDIUM |
| TTWO |
Report |
Mobile Net Bookings (Q1 FY2027) |
MISS |
pred ~$730M vs. cons $758M |
MEDIUM |
| TTWO |
Guide |
Net Bookings - Q2 FY2027 |
LOWER |
guide ~$1.875B vs. cons ~$1.95B |
MEDIUM |
| TTWO |
Guide |
Net Bookings - FY2027 |
LOWER |
guide reiterate $8.0-8.2B vs. cons $8.543B |
HIGH |
| TTWO |
Guide |
RCS - Q2 FY2027 |
BETTER |
guide ~$1.275B vs. cons ~$1.22B |
LOW |
| TTWO |
Guide |
GTA VI Launch Date (qualitative) |
UNCHANGED |
reiterate Nov 19, no change vs. market expectation |
HIGH |
| TTWO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| TTWO |
Return |
5-day cumulative residual |
-4.5% (FADE) |
FADE — sell-side trims Q2/FY estimates toward guide midpoint; no near-term catalyst to reverse until GTA VI launch in November |
MEDIUM |